Plante Moran Financial Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Plante Moran Financial Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$24.67 - $27.2 $70,556 - $77,792	-2,860 Closed	0 $0
Q1 2024 May 09, 2024	BUY	$23.47 - $25.45 $50,366 - $54,615	2,146 Added 300.56%	2,860 $72,000
Q4 2023 Feb 05, 2024	BUY	$23.04 - $24.89 $16,450 - $17,771	714 New	714 $17,000
Q4 2022 Feb 09, 2023	BUY	$21.59 - $24.95 $26,879 - $31,062	1,245 Added 2184.21%	1,302 $30,000
Q3 2022 Nov 02, 2022	BUY	$22.4 - $25.83 $1,276 - $1,472	57 New	57 $1,000
Q1 2022 May 06, 2022	SELL	$25.61 - $30.82 $14,341 - $17,259	-560 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$30.78 - $34.63 $17,236 - $19,392	560 New	560 $18,000
Q1 2020 May 07, 2020	SELL	$18.68 - $28.22 $49,165 - $74,275	-2,632 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$24.83 - $27.51 $300,666 - $333,118	-12,109 Reduced 82.15%	2,632 $72,000
Q3 2019 Nov 13, 2019	BUY	$25.08 - $25.94 $360,575 - $372,939	14,377 Added 3949.73%	14,741 $0
Q2 2019 Aug 13, 2019	SELL	N/A	-385 Reduced 51.4%	364 $10,000
Q1 2019 May 13, 2019	BUY	N/A	461 Added 160.07%	749 $19,000
Q4 2018 Jan 29, 2019	BUY	N/A	109 Added 60.89%	288 $7,000
Q3 2018 Nov 09, 2018	BUY	N/A	179 New	179 $5,000

780

141M

28.1K

200

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